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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,334 | $159,934+1.5% | $147,005+10.4% | $145,959+11.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.24%-90.8pp | 418.76%-411.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $36,455 | $5,287+589.5% | $4,934+638.8% | $4,661+682.2% |
| Participant deferral / active EE | $13,277 | $8,427+57.5% | $8,070+64.5% | $6,689+98.5% |
| Admin fee / account holder | $96 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |